Steps to Make a Cap Table Using the Eqvista Platform

A cap table shows the company’s ownership distribution, including details of common shares, preference shares, options, warrants, convertible notes, and many others.  Here are two ways to add all the necessary details to view it in Eqvista’s cap table.  SCENARIO 1: ADDING DATA IN FREEMIUM  The process includes adding shareholders, equity classes, and issuing shares … Continued

Create a Vesting Plan

Eqvista allows you to create a vesting plan very easily. Here is a step-by-step guide that will help you understand how to create a vesting plan on Eqvista. Step 1: Log into your account on Eqvista, select the company account, and go to the company’s dashboard.  On the dashboard, click on “Cap table” on the left-hand side panel … Continued

Create a Vesting Schedule for RSAs

Creating a vesting schedule for RSAs is easy when you are doing it through Eqvista. To make things easier for those who need some help, here is a step-by-step guide on how to create a vesting schedule using RSAs. Step 1: Begin by logging into your Eqvista account and selecting the company account.  Once you get to the … Continued

How to View the Timeline

Just like you have a timeline in your social media, Eqvista has incorporated the same idea in its application as well. This means that you can keep a note of all the things that you do right from one place, in the Timeline. Here is a guide to help you understand how to view the timeline and … Continued

What is Eqvista – Introduction

Every company requires the need to issue shares at some point in the business. When a company issues shares to a person or legal entity, the company is legally issuing new shares to offer ownership to a new shareholder. This person can be the founder of the company, a shareholder, an investor, an employee, a … Continued

Company Profile Overview

Viewing your company’s profile is easy on Eqvista. Here is how you can view your company profile overview on Eqvista. Step 1: Log into your Eqvista account and choose the company account that you want to view.  You will be directed to the dashboard as shown below. Here, you will see the option “Company” on the left side panel of the … Continued

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!